Przegląd projektu
Marketing agency conducted sales activities on multiple platforms simultaneously: LinkedIn outreach, cold email campaigns, Google ranking tracking, ClickUp project management and HubSpot deals. Data was scattered across 5+ tools, preventing quick decision making and follow-up reminders.
Wyzwanie
Sales team wasted hours daily switching between tools, lacked central revenue and project overview. Follow-up reminders got lost between emails.
Tool chaos
Data scattered across HubSpot, LinkedIn, ClickUp, Google Search Console, sales portals. No single source of truth.
No automatic reminders
Team forgot deal follow-ups. No alert system when to remind client.
Zero financial visibility
No overview of client budgets, payments and arrears. Accounting in Excel, manual settlements.
Sales activity tracking
Impossible to check how many leads LinkedIn generated vs other channels without digging through reports.
Nasze rozwiązanie
We built Mission Control - central dashboard aggregating data from all tools in real-time with automatic alerts and finances.
CRM and automation integrations
We connected HubSpot CRM (deals, reminders), LinkedIn Bot (outreach metrics), email automation and sales portals. All activities in one view.
SEO Analytics and ClickUp Projects
Added Google Search Console for tracking client SEO positions and ClickUp API for project management - status, deadlines, tasks.
Financial and settlement module
Client budget system, payment tracking, arrears, tax ID summaries. Automatic invoice generation and payment reminders.
Automation & alerts
Automatic deal follow-up reminders, project ending alerts, new LinkedIn lead notifications.
Schedule free consultation about your project
During 30-minute call we'll analyze your business requirements and propose fastest path to implementation. We think business-first - goal first, then technology.
Proces realizacji
Discovery & Integrations
Workflow analysis, API integration mapping (HubSpot, ClickUp, GSC, LinkedIn), dashboard architecture design.
1Core Dashboard Development
Main module building: clients, finances, projects, automation. Integration implementation and data sync.
2Automation & Polish
Alert and reminder system, sales reports, exports, integration tests, deployment.
3Czas realizacji
3 weeks
Zakres usługi
Web Development & Dashboard
Technologie
Galeria projektu
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